Evermay Wealth Management LLC - Q22026 Holdings

Evermay Wealth Management LLC holds 651 stocks with a total portfolio value of $ 970.92M as of Q22026. In Q22026, Evermay Wealth Management LLC added 102 new positions, increased stakes in 152 stocks, reduced 143 holdings, and fully exited 45 positions. The largest holding is Spdr Series Trust (SPTI), representing 14.85% of the total portfolio.